Cresset Asset Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is HEZU and the CUSIP is 46434V639. A total of 56 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Cresset Asset Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2019$205,000
+7.9%
6,4620.0%0.01%
-14.3%
Q1 2019$190,0006,4620.01%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Permanens Capital L.P. 1,945,517$73,249,00011.54%
NEW ENGLAND GUILD WEALTH ADVISORS, INC. 228,598$8,607,0004.31%
Endowment Wealth Management, Inc. 47,134$1,775,0001.79%
Robertson Stephens Wealth Management, LLC 342,441$12,892,0001.08%
Sierra Capital LLC 127,639$4,806,0000.72%
M&R CAPITAL MANAGEMENT INC 79,738$3,002,0000.62%
Avidian Wealth Solutions, LLC 257,420$9,692,0000.60%
55I, LLC 307,414$11,574,0000.30%
Psagot Value Holdings Ltd. / (Israel) 36,676$1,381,0000.26%
MA Private Wealth 36,617$1,379,0000.25%
View complete list of ISHARES TR shareholders